LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$2.42M
3
+$988K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$829K
5
DBX icon
Dropbox
DBX
+$444K

Top Sells

1
+$1.99M
2
+$1.64M
3
+$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$840K
5
UBER icon
Uber
UBER
+$765K

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 8.83%
3 Communication Services 7.66%
4 Financials 5.93%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.34%
4,348
52
$606K 0.34%
8,012
-385
53
$597K 0.34%
21,308
54
$589K 0.33%
9,515
55
$565K 0.32%
7,727
56
$546K 0.31%
1,376
57
$519K 0.29%
2,600
58
$508K 0.29%
5,638
59
$508K 0.29%
3,395
60
$502K 0.29%
8,025
-834
61
$470K 0.27%
6,024
-120
62
$467K 0.27%
4,363
63
$449K 0.26%
1,100
64
$444K 0.25%
+20,000
65
$435K 0.25%
3,596
66
$433K 0.25%
10,493
-2,996
67
$423K 0.24%
161,015
+12,335
68
$412K 0.23%
4,682
69
$409K 0.23%
1,574
70
$398K 0.23%
5,807
71
$384K 0.22%
13,675
72
$383K 0.22%
7,650
73
$377K 0.21%
6,409
-1,027
74
$370K 0.21%
5,962
-620
75
$367K 0.21%
1,560
+75
1 2
3
4 5